Make a captivating pricing page that makes financial planners shine

Instapage helps you reduce costs, increase conversions, and deliver relevant experiences for your financial planners.

Note: Some features described here might be planned in our roadmap but not yet released. You can open a live chat from within your account and our Support team can offer more details or help you with workarounds.
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Get your campaigns up and running faster with conversion-focused landing page layouts designed for every industry and business type. Easily scale landing page generation with Instablocks® and Global Blocks that you can save, reuse, and update globally.

Boost results Boost results Mobile responsiveness

All Instapage landing pages are optimized for responsiveness. They adapt to any screen size, ensuring a consistent user experience across all devices. Its built-in AMP support gives future customers a superior mobile browsing experience.

Build landing pages Build landing pages A/B split testing

Make data-driven decisions to optimize conversions with A/B testing capabilities applicable to both standard landing pages and AMP pages. Experiment with different landing page variations, separate elements, layouts, and content that you can instantly generate with AI.

Maximize campaign Maximize campaign Seamless ad mapping

Boost conversions and lower your CPA by personalizing your landing pages. With AdMap®, you can effortlessly visualize your ad campaigns, link them to relevant landing pages, or create new personalized pages. Then, synchronize updates of ads and landing pages without any back-and-forth.

Power up landing Power up landing Detailed reporting

Instapage provides detailed real-time reports over any period of time and across all your devices. To help you better understand your audience and optimize your marketing strategy, check conversion analytics that you can view directly from Instapage.

Improve alignment across Improve alignment across Integrations with 120+ marketing tools

Instapage seamlessly connects with popular marketing tools and platforms, including CRMs, e-commerce, analytics tools, marketing automation platforms, email marketing software, and more. Everything you need to drive conversions and grow your business is at your fingertips.

Build landing pages that get results
Khoros achieves a 150% increase in landing page conversions by switching to Instapage
Boost results through landing page optimization
Khoros achieves a 150% increase in landing page conversions by switching to Instapage
Personalize experiences for higher engagement and ROI Personalize experiences for higher engagement and ROI sidebar
Khoros achieves a 150% increase in landing page conversions by switching to Instapage
Maximize campaign efficiency with ad mapping Maximize campaign efficiency with ad mapping sidebar
Khoros achieves a 150% increase in landing page conversions by switching to Instapage
Power up landing pages with AI Power up landing pages with AI sidebar
Khoros achieves a 150% increase in landing page conversions by switching to Instapage
Improve alignment across your creative team sidebar
Khoros achieves a 150% increase in landing page conversions by switching to Instapage
Build landing pages500+ customizable layouts
Get your campaigns up and running faster with conversion-focused landing page layouts designed for every industry and business type. Easily scale landing page generation with Instablocks® and Global Blocks that you can save, reuse, and update globally.
Boost resultsMobile responsiveness
All Instapage landing pages are optimized for responsiveness. They adapt to any screen size, ensuring a consistent user experience across all devices. Its built-in AMP support gives future customers a superior mobile browsing experience.
Build landing pagesA/B split testing
Make data-driven decisions to optimize conversions with A/B testing capabilities applicable to both standard landing pages and AMP pages. Experiment with different landing page variations, separate elements, layouts, and content that you can instantly generate with AI.
Maximize campaignSeamless ad mapping
Boost conversions and lower your CPA by personalizing your landing pages. With AdMap®, you can effortlessly visualize your ad campaigns, link them to relevant landing pages, or create new personalized pages. Then, synchronize updates of ads and landing pages without any back-and-forth.
Power up landingDetailed reporting
Instapage provides detailed real-time reports over any period of time and across all your devices. To help you better understand your audience and optimize your marketing strategy, check conversion analytics that you can view directly from Instapage.
Improve alignment across500+ customizable layouts
Instapage seamlessly connects with popular marketing tools and platforms, including CRMs, e-commerce, analytics tools, marketing automation platforms, email marketing software, and more. Everything you need to drive conversions and grow your business is at your fingertips.

Create your pricing page for financial planners

Creating a pricing page for financial planners is essential for showcasing your services and gaining potential clients' trust. Utilizing Instapage allows you to design effective landing pages that enhance conversions through tailored experiences. With our robust features, you can quickly create a compelling pricing page without requiring any technical skills, making it an ideal solution for financial planners looking to streamline customer conversion.

Why your pricing page matters for financial planners

A well-structured pricing page not only communicates your offerings but also highlights your value proposition effectively. Key reasons why it matters include:

  1. Clarity: Clear pricing gets rid of objections, helping potential clients understand what they will pay and what services they will receive.
  2. Trust: A transparent pricing model builds trust among clients, making them more likely to engage with your services.
  3. Comparison: A pricing page allows clients to compare various packages quickly, facilitating informed decision-making.

Step 1: Define your service packages

Begin by outlining the various service packages you offer as a financial planner. Consider bundling services that appeal to different client needs. This will set the foundation for your pricing page.

  1. Basic Package: Include fundamental services such as budgeting and expense tracking.
  2. Premium Package: Offer extended services like investment planning and personalized financial consulting.
  3. Custom Package: Allow clients to select specific services tailored to their unique requirements.

Step 2: Utilize Instapage's flexible templates

Now that your service packages are defined, it's time to leverage Instapage's library of conversion-focused templates. These templates are designed to optimize user experience and increase conversion rates.

  1. Choose a template that resonates with your brand: Select a design that aligns with your firm’s branding to maintain consistency.
  2. Customize with Instablocks: Personalize your landing pages using Instablocks for quick layout modifications without needing coding expertise.
  3. Incorporate testimonials: Adding client testimonials can enhance credibility and further persuade potential clients to choose your services.

Step 3: Optimize for conversions

To ensure that your pricing page converts visitors into clients, it is crucial to implement ongoing optimizations. Instapage provides tools to help you analyze this data efficiently.

  1. A/B Testing: Conduct tests on different elements of your pricing page to find the most effective layouts and calls-to-action.
  2. Heatmaps: Use heatmaps to understand where users are clicking and how they navigate your page, guiding future design iterations.
  3. Data Analysis: Regularly assess your page's performance through the analytics dashboard to identify improvement opportunities.

Ultimately, a well-crafted pricing page serves as the cornerstone of your marketing strategy as a financial planner. Leveraging Instapage not only simplifies the creation process but also enhances your ability to convert efficiently.

Ready to build your pricing page? Sign up for Instapage today and start creating high-converting landing pages tailored specifically for your financial planning services.

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“Instapage gives us the ability to tailor our landing page content and layout to tell a unique story for each geographical target. The platform also enables us to create different variations with content that performs well for each unique channel. Every marketing team needs this!”
User review
Tamar Friedland, Sr. Director of Global Paid Marketing
"Instapage has truly maximized our digital advertising performance by enabling us to offer matching, personalized experiences for every ad and audience. Now we can scale our landing page experiences as efficiently and effectively as we scale the ads themselves."
User review
Darren Lepke, Marketing Director
"If we have to wait on a developer, our creative velocity plummets. But Instapage has made it possible for us to exponentially grow our advertising programs and convert more customers"
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Alex Kracov, Head of Marketing

Leading the way in building high-performing landing pages

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See how to create your pricing page for financial planners in action

See how to create your pricing page for financial planners in action

In this video, Dave Zoller shares a one-page plan example aimed at improving the conversion rates of prospects into ongoing planning clients while reducing the time spent on preparing plans. This approach has significantly enhanced the perceived value of financial advice for clients. Zoller, who co-owns Streamlined Financial, a wealth management firm in Chicago, explains that the channel was created to provide insights for advisors and business owners based on their successful experiences. He encourages viewers interested in learning about the first and second meeting systems that elevate the value in clients' eyes to check the provided advisor formula link in the description. The video sets the stage for a detailed discussion on the one-page plan following the first meeting.

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